WILLS AND ESTATE PLANNING CONSULTANT – NSW TRUSTEE AND GUARDIAN

We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers.

• Ongoing, full-time role - 35 hours per week
• Location: Newcastle. This role is customer facing and requires office attendance five days per week.
• Clerk Grade 3/4. Base salary $84,659 p.a. to $92,701 p.a. plus superannuation and annual leave loading.

ABOUT US

At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

ESSENTIAL REQUIREMENTS

• Current driver licence and ability to travel across NSW as required.
• Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents. Training and accreditation is provided by NSW Trustee and Guardian.
• Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
• Available to work after hours and weekends as required and in particular circumstances.
• Willingness to work in the Newcastle office five days per week.

ABOUT THE ROLE

The primary purpose of this role is to deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community. This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network. The role aims to increase market share and provide direct and timely administrative support to ensure a seamless end-to-end service that is both customer and outcome focussed. The successful candidate will be responsible for delivering services that align with NSW Trustee and Guardian’s Customer Excellence Principles, drafting and executing legally compliant Wills and Estate Planning instruments, and coordinating venue hire logistics for Plan Ahead Days and community engagement activities.
Key accountabilities include undertaking pre and post-appointment activities to ensure timely and quality service delivery, assisting with local community engagement events to boost brand awareness, and maintaining a contemporary approach to service delivery through various strategies, including face-to-face and video conferencing. The role also involves managing high work outputs and competing demands to generate favourable customer outcomes, while balancing consistency in service delivery across a large geographic area to meet the diverse needs of NSW Trustee and Guardian’s customer base.
For more information about the position, view the role description.

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

• various leave options (recreation, parental, and flex leave of up to 24 days per year)
• career development including study leave and acting opportunities
• access to Fitness Passport and employee assistance program, and annual flu vaccination

To apply for this role:

• Complete the online application via iworkfornsw
• Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
• Answer the following two targeted questions:
• In this role, you need to be able to build and maintain a trusted relationship with your customer as you help document their wishes. Provide an example where you maintained professionalism and delivered a high-quality service despite not sharing your customers perspective. What was the outcome?
• What is the most challenging or complex thing you have had to learn. What made it difficult and how did you learn it